Wagner Wealth Management (South Carolina)’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio EVN Stock Details EVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-625	Closed	-$6K	–	394
2022 Q3	$6K	Sell	625 -3,305	-84%	-$36.8K	﹤0.01%	489
2022 Q2	$43K	Buy	+3,930	New	+$44.1K	0.03%	223
2022 Q1	–	Sell	-15,026	Closed	-$208K	–	355
2021 Q4	$208K	Hold	15,026	–	–	0.16%	118
2021 Q3	$204K	Hold	15,026	–	–	0.16%	117
2021 Q2	$211K	Hold	15,026	–	–	0.15%	120
2021 Q1	$207K	Hold	15,026	–	–	0.16%	109
2020 Q4	$201K	Buy	+15,026	New	+$196K	0.19%	96
2018 Q3	$299K	Hold	26,026	–	–	0.2%	97
2018 Q2	$308K	Sell	26,026 -9,613	-27%	-$113K	0.22%	89
2018 Q1	$439K	Buy	35,639 +10,238	+40%	+$121K	0.33%	68
2017 Q4	$312K	Buy	+25,401	New	+$319K	0.23%	86

Other funds holding EVN

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EVN Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2022, closing a stake of 625 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in EVN in Q4 2017 and held it in 11 quarters. The position peaked at $439K in Q1 2018. 101 funds tracked by Wall St. Rank hold EVN as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 625 Eaton Vance Municipal Income Trust shares in Q4 2022, an estimated $6K.
Wagner Wealth Management (South Carolina) first reported a position in Eaton Vance Municipal Income Trust in Q4 2017 and held it in 11 quarters.
Wagner Wealth Management (South Carolina)'s Eaton Vance Municipal Income Trust position peaked at $439K in Q1 2018.
101 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.